U.S. Capital Wealth Advisors, LLC
Position in CGDG — Capital Group Dividend Growers ETF
CIK 1808915
AUSTIN, TX
Position in CGDG
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$6,813,927
+$647,423 QoQ
Shares Held
189,803
+9.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CGDG Over Time
Shares Held
Position Value (USD)
All Filings in CGDG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,813,927 | 189,803 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,166,504 | 173,022 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $5,715,967 | 164,963 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $4,417,838 | 131,366 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,456,257 | 111,853 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,758,980 | 93,083 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,692,208 | 87,637 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,341,947 | 82,318 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $1,025,612 | 35,823 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $363,346 | 13,378 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||